CPE Catalog & Events
Mail Fraud and Wire Fraud: Why Business Owners go to Prison
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:What is fraud?How business owners become vulnerable to charges for mail fraud and wire fraudWhat business leaders know about how communications can lead to criminal chargesDiscussion of actual fraud cases involving business leaders that went to prison for wire fraud.Federal sentencing guidelinesSentencing for mail fraud and wire fraud convictions
The Future of Communication: How AI and Synthetic Media Can Transform Your Business
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Online
1.00 Credits
Member Price: $39
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Communication Technology AI Synthetic Media Strategy Leadership Management Time Management/Productivity
Audit 405: Designing Internal Controls for Smaller Entities
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Online
2.00 Credits
Member Price: $89
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The major topics covered in this course include:Evolution of internal control conceptsRevamped 2013 COSO Internal Control - Integrated FrameworkDesigning an adequate 'umbrella' of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or errorSpecific internal control considerations and sample documentation for smaller entitiesAdditional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements
Collaborative Communications: Working with Diverse Styles
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Online
2.50 Credits
Member Price: $89
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Communications
Ethical Responsibilities for CPAs: Ethics 2024
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Online
4.00 Credits
Member Price: $159
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Ethical Responsibilities for CPAs The AICPA Code of Professional Conduct PCAOB Ethical Standards The Sarbanes Oxley Act The Foreign Corrupt Practices Act Circular 230 for Tax Practitioners The Dodd-Frank Banking Reform Act
Start a Forensic Accounting Practice with Confidence
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Online
4.00 Credits
Member Price: $149
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The major topics covered in this course include:What equipment is needed to start a forensic accounting practiceThe common services needed by clientsUsing your current skillset, identify the type of services you can provideHow to market your services to a particular segment of possible clientsBest practices in starting a forensic accounting practice
Doing Debt Differently - Your Roadmap to Changes & Choices for Success
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Online
4.00 Credits
Member Price: $129
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Education that is also transformation Key Learning Objectives A word collage to clarify your starting point with debt Practical and emotional aspects of debt Your current story about debt 3 myths and 3 truths about debt that will help you start over A new philosophy on Doing Debt Differently Key concepts that lead to success in becoming debt free A petition for debt freedom Facing your debt problem and creating relief The six ways to find relief – awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions Creating your personal plan for debt freedom Review and tips for continued success The secret to success is support How to build your success team
Merger and Acquisition Planning and Best Practices
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Online
8.00 Credits
Member Price: $299
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Tax Planning for Sole Proprietors & Other Business Owners 2024
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Online
8.00 Credits
Member Price: $299
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Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction Avoiding the at-risk and passive activity loss limitations Making the right business entity election In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know
Tax Practitioner's Guide to Accounting and Reporting Issues 2024
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Online
8.00 Credits
Member Price: $299
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SSARS review FASB Update SPF-measurement and reporting issues Preparation, compilation and review engagements Selected litigation issues and cases
Top 10 Things to Know About Estate Taxation & Planning 2024
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Online
8.00 Credits
Member Price: $299
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The Numbers: Exemptions, exclusions and discounts Portability and step-up in basis Asset valuation Deductions: Marital, charitable, transmission and administration Retirement plan assets, annuities and life insurance Trust funding and administration
2024 AICPA Regulatory Ethics Update
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this course include:The Professional Ethics Executive Committee's updated ethics rules.An overview of recently issued ethics rules that CPAs need to know to be compliant.
2024 Resolving Ethical Dilemmas-You Make the Call
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Online
1.50 Credits
Member Price: $59
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Ethical frameworks Threats and safeguards to objectivity and independence
Creating a Culture of Trust: Build Loyal and Engaged Teams
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Online
1.50 Credits
Member Price: $59
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Culture Trust
Excel for Staff Level 2 - Getting More Out of Excel
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Overview of setting up spreadsheets for data analysis and how Excel Tables can helpLearning the importance of Consistent Column CalculationsHow to use Conditional Formatting to highlight important informationHow to leverage Excel Tables by analyzing them in PivotTablesLearning to leverage array formulas
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Online
8.00 Credits
Member Price: $225
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Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Excel - Feature Review in 100 minutes
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Online
2.00 Credits
Member Price: $89
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The major topics that will be covered in this class include:Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you
Multi-year Income Tax Planning in Preparation for the Sunset of TCJA
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Online
1.50 Credits
Member Price: $94
Planning for individual clients as we head into the sunset of TCJA Tax planning ideas to guide clients through the transition
Leases: Miscellaneous Topics 2024
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Online
2.00 Credits
Member Price: $89
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FASB ASC 842, Leases All recently released updates to ASC Topic 842, Leases
Surgent's The Accounting Leaders' Survival Guide - Strategies for Managing Organizational Change
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Online
2.00 Credits
Member Price: $99
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Learn the power of flexibility and adaptability Manage daily changes and stressors Avoid burnout and achieve work-life balance